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Samara Investment Management, LLC

Portfolio Manager
Samara Investment Management, LLC
Performance
0% (N/A)
AUM (13F)
$96.46M
# of Holdings
72
Performance Rank
N/A
Allocation (Top 20)
71.97%

Samara Investment Management, LLC Holdings Map

Top 50 Samara Investment Management, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BIL
SPDR SERIES TRUST
16.1%169.4K$15.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 169.4K shares
$91.51(-0.08%)
2026-03-31
BILS
SPDR SERIES TRUST
6.43%62.4K$6.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 62.4K shares
$99.33(-0.17%)
2026-03-31
MSFT
MICROSOFT CORP
5.81%15.1K$5.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 15.1K shares
$426.90(-8.53%)
2026-03-31
GOOGL
ALPHABET INC
4.93%16.6K$4.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 16.6K shares
$300.28(+19.86%)
2026-03-31
AAPL
APPLE INC
4.82%18.3K$4.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 18.3K shares
$262.82(+17.43%)
2026-03-31
NVDA
NVIDIA CORPORATION
4.3%23.8K$4.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 23.8K shares
$180.45(+7.97%)
2026-03-31
AVGO
BROADCOM INC
4.23%13.2K$4.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 13.2K shares
$327.23(+10.15%)
2026-03-31
BRK.B
BERKSHIRE HATHAWAY INC DEL
2.96%6.0K$2.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 6.0K shares
$490.93(+3.43%)
2026-03-31
JPM
JPMORGAN CHASE & CO
2.94%9.7K$2.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 9.7K shares
$308.19(+8.53%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
2.67%2.6K$2.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 2.6K shares
$929.39(+2.40%)
2026-03-31

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